VERDE SERVICOS INTERNACIONAIS S A
Q4 2022 Form 13-F
SAO PAULO, BRAZIL
CIK 0001629290
· CRD 171608
· SEC-registered investment adviser
$289.9M Reported Value Total
VERDE SERVICOS INTERNACIONAIS S.A. reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $1,576,811,138, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
12 funds
· $2.6B gross asset value
Hedge Fund: $2.6B
Source: Form ADV filed 2026-06-09
Reported value
$289.9M
Quarter over quarter
+6.2%
Holdings
23
Top-10 concentration
76.0%
Key People
Form ADV owners & control persons
Luis Stuhlberger
SHAREHOLDER
Eleonora Colussi Cypel
EXECUTIVE OFFICER
Pedro Fukui
CHIEF COMPLIANCE OFFICER, EXECUTIVE OFFICER
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | January 24, 2023 |
| Form | 13F-HR |
| Reported value | $289.9M |
| Positions | 23 |
| Change in reported value | -2.3% |
| New positions | 11 |
| Exited positions | 28 |
| Position turnover | 76.5% |
| Top-10 concentration | 76.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 26, 2026
|
37 | $293.6M |
|
Q2 2026 13F
Filed Jul 29, 2026
|
41 | $272.9M |
|
Q1 2026 13F
Filed Apr 17, 2026
|
42 | $326.4M |
|
Q4 2025 13F
Filed Feb 6, 2026
|
27 | $311.8M |
|
Q3 2025 13F
Filed Nov 6, 2025
|
41 | $350.7M |
|
Q2 2025 13F
Filed Jul 24, 2025
|
33 | $228.2M |
|
Q1 2025 13F
Filed Apr 22, 2025
|
31 | $175.1M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
36 | $232.3M |
|
Q3 2024 13F
Filed Oct 7, 2024
|
32 | $215.4M |
|
Q2 2024 13F
Filed Aug 5, 2024
|
26 | $216.7M |
|
Q1 2024 13F
Filed Apr 29, 2024
|
28 | $268.6M |
|
Q4 2023 13F
Filed Feb 1, 2024
|
27 | $250.2M |
|
Q3 2023 13F
Filed Nov 6, 2023
|
26 | $256.9M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
23 | $401.0M |
|
Q1 2023 13F
Filed May 4, 2023
|
24 | $315.0M |
|
Q4 2022 13F
Filed Jan 24, 2023
|
23 | $289.9M |
|
Q3 2022 13F
Filed Oct 25, 2022
|
33 | $296.8M |
|
Q2 2022 13F
Filed Aug 8, 2022
|
34 | $382.0M |
|
Q1 2022 13F
Filed May 12, 2022
|
33 | $592.3M |
|
Q4 2021 13F
Filed Feb 9, 2022
|
40 | $795.0M |
24 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ABX BARRICK GOLD CORP | $48.0M | 16.56% |
| 2 | DG DOLLAR GEN CORP NEW | $28.2M | 9.73% |
| 3 | TMUS T-MOBILE US INC | $27.8M | 9.6% |
| 4 | CAG CONAGRA BRANDS INC | $21.9M | 7.54% |
| 5 | JNJ JOHNSON & JOHNSON | $21.4M | 7.38% |
| 6 | GFL GFL ENVIRONMENTAL INC | $15.5M | 5.36% |
| 7 | V VISA INC | $14.9M | 5.15% |
| 8 | CCEP COCA-COLA EUROPACIFIC PARTNE | $14.4M | 4.96% |
| 9 | MSFT MICROSOFT CORP | $14.2M | 4.88% |
| 10 | MDLZ MONDELEZ INTL INC | $13.9M | 4.81% |
| 11 | MCD MCDONALDS CORP | $13.8M | 4.77% |
| 12 | CMCSA COMCAST CORP NEW | $13.7M | 4.74% |
| 13 | BOX 0 01/15/26 BOX INC | $9.8M | 3.38% |
| 14 | NSIT 0.75 02/15/25 INSIGHT ENTERPRISES INC | $6.8M | 2.34% |
| 15 | OKTA 0.125 09/01/25 OKTA INC | $6.2M | 2.14% |
| 16 | QTWO 0.75 02/15/23 Q2 HLDGS INC | $5.0M | 1.73% |
| 17 | EXAS 0.375 03/01/28 EXACT SCIENCES CORP | $4.0M | 1.36% |
| 18 | NOW SERVICENOW INC | $3.6M | 1.25% |
| 19 | IHS IHS HOLDING LIMITED | $1.8M | 0.64% |
| 20 | OKTA 0.375 06/15/26 OKTA INC | $1.7M | 0.58% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.